See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,980 | $83,477+134.8% | $125,175+56.6% | $72,985+168.5% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.5%-0.3pp |
| Annual return | 21.64% | 25.78%-4.1pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,639 | $2,345-30.1% | $3,865-57.6% | $2,440-32.8% |
| Participant deferral / active EE | $4,640 | $3,585+29.4% | $4,937-6.0% | $3,607+28.6% |
| Admin fee / account holder | $2,611 | $5,517-52.7% | $9,702-73.1% | $5,124-49.0% |